Great Valley Advisor Group’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,695
| Closed | -$566K | – | 719 |
|
|
2023
Q3 | $566K | Buy |
5,695
+3,604
| +172% | +$358K | 0.02% | 407 |
|
|
2023
Q2 | $368K | Buy |
2,091
+572
| +38% | +$101K | 0.02% | 512 |
|
|
2023
Q1 | $318K | Buy |
1,519
+553
| +57% | +$116K | 0.01% | 527 |
|
|
2022
Q4 | $184K | Buy |
966
+156
| +19% | +$29.7K | 0.01% | 650 |
|
|
2022
Q3 | $239K | Sell |
810
-231
| -22% | -$68.2K | 0.01% | 588 |
|
|
2022
Q2 | $285K | Buy |
1,041
+494
| +90% | +$135K | 0.02% | 556 |
|
|
2022
Q1 | $217K | Buy |
+547
| New | +$217K | 0.01% | 550 |
|